Platform capabilities
ERP and CRM capabilities that go beyond the feature list.
From the first lead to the final payment, Tellency brings customer, operational, and financial workflows into one platform. Explore the everyday tools and the deeper controls your team can evaluate in a tailored demo.
By the Tellency team · Updated
Finance: move from recording transactions to controlling the close
Bring accounting and operational records into a shared process. Tellency includes workflows for bank reconciliation, recurring billing, overdue-invoice reminders, and financial reporting. Give the finance team a way to inspect what happened and which record it came from.
Use a demo to follow a representative transaction through the books. Ask the team to demonstrate the specific approval, reconciliation, and reporting steps you need, along with the roles that can perform them.
- Import bank statement rows, match transactions, review adjustments, and approve reconciliations.
- Prepare recurring customer invoice and supplier bill drafts from scheduled templates.
- Review overdue balances, send reminders, and inspect the reminder log.
- Plan financial periods, asset records, reporting, and month-end validation around your accounting requirements.
CRM and sales: keep the relationship attached to the transaction
Bring lead capture, qualification, account ownership, opportunities, quotations, and orders into the same customer context. Tellency includes lead import and duplicate-checking workflows, pipeline stages, and won/lost opportunity handling.
AI-assisted lead scoring can combine available account and activity context with recommendations for the next action. Treat those suggestions as decision support: they help the team review a lead and do not guarantee a sale or predict revenue with a validated accuracy rate.
- Import and review lead records before committing a migration.
- Assign owners and track opportunities through your agreed sales stages.
- Convert qualified relationships into customer and commercial records.
- Review lead scores and suggested next actions alongside the underlying information.
Inventory and purchasing: control stock movement between locations
Use stock-transfer workflows that distinguish approval, shipping, receipt, and posting. This gives operations a record trail for movement between warehouses instead of treating every transfer as an immediate change in an offline spreadsheet.
Lot and serial records support stock traceability. Expiry monitoring identifies expired and near-expiry batches, with in-app notifications and optional email alerts when configured. Bring your product units, locations, batch rules, and purchasing process into the evaluation.
- Track stock by product and location.
- Approve, dispatch, receive, and record stock transfers.
- Inspect goods-receipt, purchase, return, and supplier workflows.
- Review lots and batches approaching expiry and decide the appropriate stock action.
Manufacturing: follow the work order through production
BOM workflows include revisions, approval, activation, multi-level component explosion, and cost estimation from recorded component quantities and unit costs, including configured manufacturing overhead. Demonstrate product options, revision selection, and the costing inputs your business requires.
Tellency includes bills of materials, work-order lifecycle controls, material and production records, and quality inspection workflows. A work order can be released, started, held, resumed, and completed, with the operational record connected to the production process.
Quality inspections can record status, passed and failed quantities, rework, scrap, measurements, and defects. Use your own production scenario to confirm scheduling, material issues, output valuation, and the financial reports required by your team.
- Maintain the material structure and production requirements.
- Track work-order status and operational progress.
- Record inspection results, rework, and scrap.
- Validate production output and its financial record against a representative completed order.
Retail POS: more than the checkout transaction
Support the retail customer relationship beyond a single sale. Tellency includes gift-card, loyalty-card, and layaway workflows alongside customer, stock, sales, and financial records. These are useful capabilities to examine when a supermarket or retailer wants its selling channels and back office connected.
For layaway, the process includes reserving goods, recording deposits, and completing or cancelling collection. Gift-card workflows include issuance, redemption, and sale-linked reversal handling. Confirm the exact tender, accounting, permissions, and reporting behaviour in your proposed configuration.
- Evaluate checkout, returns, cashier shifts, and customer accounts.
- Issue and redeem gift cards against the appropriate transaction records.
- Manage loyalty cards and reward transactions.
- Reserve layaway goods and track customer payments through collection or cancellation.
Restaurant, people, and approval workflows
Restaurant operations include order, table, menu, recipe, kitchen-display, reservation, and waste-management screens. Employee workflows include records, attendance, leave, and payroll-related tasks. Evaluate the specific workflow and reporting requirements with the teams who will use them.
Approval controls are also part of the platform. Requested agent actions can be reviewed, approved, rejected, and recorded. Agree which actions are available, which require approval, how permissions are applied, and how staff inspect the outcome. Jurisdiction-specific payroll or tax-document requirements need separate validation.
Configure the scope, deployment, and support together
A broad capability set is useful when the pieces solve a real operating problem. Decide which modules belong in the first rollout, which existing systems remain, and what the business will test before signing off.
Tellency offers a dedicated environment with managed cloud and self-hosted deployment options. Platform pricing starts at $79 USD per user per month. Implementation, integrations, support, hosting, and AI usage scope are confirmed in your proposal.
Plan the configuration your team needs
Are all capabilities included in every implementation?
The proposed modules, configuration, user roles, deployment, integrations, and support arrangements are confirmed during discovery. Ask for a written scope and a demonstration of your critical workflows.
Can we implement in phases?
Discuss which processes need to be connected at launch and which can follow. Define the record ownership and integration arrangements during each phase so the business can operate reliably.
Does AI replace human approval?
AI suggestions and requested actions should be evaluated with permissions and approval controls. Agree the available actions and review process for your configuration; avoid treating a suggestion as an automatically approved transaction.
Evaluate Tellency against your own workflows.
Bring your current systems, user count, and operating requirements. We’ll discuss the fit, migration scope, deployment, and total cost.
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